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IYSMX vs VSCIX
IYSMX vs VSCIX Comparison
Open Charts IYSMX vs VSCIX
Macquarie Smid Cap Core Fund
Price$17.52
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets370.93M
Vanguard Small Cap Index I
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
IYSMX vs VSCIX Comparison Chart
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IYSMX vs. VSCIX commentary
Jan 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYSMX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. IYSMX (371M). VSCIX pays higher dividends than IYSMX: VSCIX (1.43) vs IYSMX (0.55). IYSMX was incepted earlier than VSCIX: IYSMX (12 years) vs VSCIX (28 years). IYSMX is a more actively managed with annual turnover of: 13.00 vs. VSCIX (12.00). IYSMX has a lower initial minimum investment than VSCIX: IYSMX (0) vs VSCIX (5000000). IYSMX annual gain was more profitable for investors over the last year : 21.44 vs. VSCIX (20.15). VSCIX return over 5 years is better than : 53.36 vs. IYSMX (-2.46).
| IYSMX | VSCIX | IYSMX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 5.288 | 4.577 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 155B | 0% |
| Annual Yield % from dividends | 0.55 | 1.43 | 39% |
| Returns for 1 year | 21.44 | 20.15 | 106% |
| Returns for 3 years | -0.54 | 24.55 | -2% |
| Returns for 5 years | -2.46 | 53.36 | -5% |
| Returns for 10 years | 5.39 | 125.65 | 4% |
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